Heritage Investment Group’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Hold
3,427
0.04% 101
2025
Q1
$217K Hold
3,427
0.04% 104
2024
Q4
$234K Hold
3,427
0.04% 95
2024
Q3
$276K Hold
3,427
0.05% 84
2024
Q2
$216K Buy
+3,427
New +$216K 0.04% 93